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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,736 | $172,111-47.9% | $150,298-40.3% | $137,256-34.6% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 20.41% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,523 | $4,636-67.1% | $4,154-63.3% | $4,156-63.3% |
| Participant deferral / active EE | $8,405 | $6,166+36.3% | $5,453+54.1% | $6,407+31.2% |
| Admin fee / account holder | $326 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |